Blog

October 30, 2019

SoftBank Stock is Undervalued by 50%

As an investor, I am always attracted to investing stories that have many things going on for them, but where... Continue reading

October 8, 2019

Shipping Investors Have Capitulated – Time to Invest – SEA ETF

Contents Shipping’s terrible past investment performance – is it time to invest now? Shipping investing thesis – without shipping there... Continue reading

October 6, 2019

XOM Stock Analysis – The End of BIG OIL

The biggest risk when it comes to investing in XOM is that the management never stops believing in the everlasting... Continue reading

September 30, 2019

Accounting for investors – Misuse of EBITDA explained

An Accounting Warning by Charlie Munger I am reading Poor Charlie’s Almanack and will discuss the things I find most... Continue reading

September 16, 2019

Graftech Stock Price Analysis – Low Risk

Why Did Mohnish Pabrai Buy Graftech Stock Graftech stock has the potential to be a ‘PE ratio of 1’ company.... Continue reading

August 25, 2019

Berkshire Hathaway – Intrinsic Value Calculation

Contents Defining intrinsic value Berkshire’s return on invested capital Berkshire’s future cash flows Insurance business Railroads, manufacturing, utilities and other... Continue reading

August 17, 2019

Lithium Americas Stock Price Has 1000% Upside But There Are Risks

Lithium Americas stock price is trading at a 90% discount to the combined net present value of the two lithium... Continue reading

July 24, 2019

ALBEMARLE – Lithium Stock Offering 4x Growth Up To 2025

Albemarle business overview Lithium Albemarle investment thesis Lithium cost curve Current analysis of Albemarle + the growth story Albemarle –... Continue reading

July 14, 2019

Ryanair Stock Analysis – Not a Buy Yet, But a Stock to Watch

I’ve been marginally following Ryanair for a few years now. When a CEO states: “If someone wanted to pay £5... Continue reading

May 22, 2019

Turquoise Hill (TRQ) stock analysis – copper and gold stock

Contents TRQ stock down 70% - a bargain? TRQ company overview The current issues – 4 big unknowns Financial situation... Continue reading

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